Case StudiesTrades Business Data Model
Trades

Trades Business Data Model

Jobs, Customers, and Profitability

Most trades businesses track jobs in spreadsheets or even paper, making it impossible to know which jobs actually make money.

Connected data structure
12 tables
Maturity Score
1.0 / 4
Annual Waste
£25,000
Risk Flags
3 identified
Top Priority
Job Profitability Tracking

The Problem

Pain points identified during discovery, each costing time and money.

Total annual waste: £28,000
1

Unknown Job Profitability

Completing jobs without knowing if you're making or losing money until months later.

Frequency: Per job
£15,000/yr
2

Quote Accuracy

Underquoting because historical job costs are buried in spreadsheets.

Frequency: Monthly
£8,000/yr
3

Invoice Delays

Waiting weeks to invoice because job details are scattered.

Frequency: Weekly
£5,000/yr

The Solution

A structured data model connecting customers, quotes, jobs, materials, time, and invoices - so you can see true profitability per job.

Results & ROI

The measurable impact of transforming data chaos into clarity.

12
Tables
Interconnected data structure
8
Key Reports
Pre-built analytics views
2-4 weeks
Setup Time
Typical implementation

What They Said

Real feedback from the people living with these challenges.

"

"I thought we were making 30% margin. Turns out it was closer to 12% when you factor everything in."

O
Owner
Plumbing Business

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